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Chief Investment Officer, Senior Portfolio Manager, Member Board of Managers · Zevin Asset Management, LLC

Steven A. Dray

CRD 2963066 · Named on Form ADV at one SEC-registered adviser

At a glance

Zevin Asset Management, LLC, an SEC-registered wealth manager based in Boston, MA with $1.0 billion in regulatory assets, lists Steven A. Dray on its Form ADV as Chief Investment Officer, Senior Portfolio Manager, Member Board of Managers, a control person.

Firms and roles

  • Zevin Asset Management, LLCChief Investment Officer, Senior Portfolio Manager, Member Board of ManagersWealth manager · Boston, MA · $1.0B in regulatory assets

AtlasMembers

Steven’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.